- Bank of America says Nvidia shares may be trading 34%–50% below fair value — potentially a buying opportunity if investors are overstating AI-related risks.
- Nvidia is aggressively funding the AI ecosystem (including up to $105B for an Ohio data‑center tied to OpenAI) and has roughly $300B of commitments across equity stakes and guarantees.
- BofA warns those big commitments could strain the balance sheet if AI demand cools and suggests bigger buybacks to reassure investors; the firm still has a Buy rating and $350 target.
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